Customers
Customers represent … ok look, you know what a customer is. Here’s the important stuff to know.
Creating Customers
In general customers are mainly meant to create themselves via Kiosk. In fact, currently iPad doesn’t have a “New Customer” button.
Importing Customers
You can import a CSV (comma separated values) file of your customers from a number of existing relevant apps.
Only customer profile information is imported, not history.
If we do not have support for the app you wish to import from, you can format your CSV file to match our layout and use the Other
file type.
Your CSV file must have a header and column names must match our expected values. Rename any column from your existing file to match our expected values, for example if the CSV you wish to import uses First Name
as the column for a customer’s first name, you must change that to be FirstName
(without a space) for REV23 to import the file. The order does not matter. The bold fields below are required to be in the file, though they don’t necessarily need data in them.
- FirstName
- LastName
- PhoneNumber
- Birthdate
- MiddleName
- Nickname
- Gender
- Street
- City
- State
- PostalCode
- Country
- Occupation
- Notes
Exporting Customers
Likewise, you can export your customer list to CSV. Nothing much here. The big thing to note is a user must be assigned the export:customer
permission to perform this operation.
Medical Conditions
Customer medical conditions can be securely stored and viewed from the customer profile. Only users with the medical:customer
permission are able to view these to limit confidential information for those who need to know only. See Medical Conditions for more information.
Flags
Customers can be flagged for past behavior to alert you to a potential issue. You can apply multiple flags to a customer and will see a visual indicator in the customer record when a flag is present. See Flags for more information.
Webhooks
Customers support the following webhook events:
Event | Permission | Description |
---|---|---|
customer.created | read:customer | A customer object was created. |